Office Address
143 Cecil Street, 25-04B GB Building, Singapore – 069542A Bangalore-based family with UK citizenship and Indian tax residency had built a diversified global investment portfolio of USD 40 million over the years. Their investments spanned international markets, reflecting a strong global outlook.
However, despite the scale and sophistication of the portfolio, most investments were still held in their individual capacity, creating limitations as the portfolio continued to grow.
As the portfolio expanded, so did the complexity. What once worked seamlessly began to create friction:
We designed and implemented a future-ready investment structure anchored in Singapore, tailored to the family's long-term wealth objectives.
A Singapore-based private limited company was established as a dedicated investment holding vehicle, with ownership retained within the family.
Funds were gradually routed into the structure through permitted LRS remittances from India, along with capital already held offshore — ensuring full regulatory compliance.
The Singapore entity became the central platform for investments across:
The structure was carefully designed to optimize tax outcomes:
The structure was built to avoid POEM risks, supported by:
The transformation was both strategic and operational. Today, the family manages its global investments through a robust Singapore platform, enabling them to operate with clarity, flexibility, and confidence — while staying focused on growing their wealth across generations.